+958.7%
INCY vs UTHR
+7,277.3%
-6,318.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.6% |
| 7D | -0.5% | -2.9% | +2.4% | +0.5% |
| 30D | +3.2% | -7.6% | +10.8% | +6.0% |
| 3M | +23.6% | -8.6% | +32.2% | +27.4% |
| 6M | +29.7% | +4.1% | +25.5% | +26.7% |
| YTD | +25.9% | +2.2% | +23.7% | +23.2% |
| 1Y | +43.7% | +26.2% | +17.5% | +29.5% |
| 3Y | +94.4% | +121.2% | -26.8% | +35.5% |
| 5Y | +68.0% | +136.5% | -68.6% | +10.9% |
| 10Y | +52.5% | +300.1% | -247.6% | -23.5% |
| All | +958.7% | +7,277.3% | -6,318.6% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling